386 results found
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Contacts - Update new contact name on historical transactions
I would like to see Customer and Vendor names automatically updated when edited. Right now the names stay what was originally entered. It would save a lot of time if the names updated on old transactions automatically.
1 voteThanks for sharing this idea — we can see why having historical transactions automatically reflect an updated contact name would be helpful.
We’re moving this idea to Gaining Support so we can continue to track interest and impact.
In the meantime, there is a workaround you can try. Create a new contact with the updated name, then merge the existing contact into the new one. When contacts are merged, Xero keeps the transaction history together and historical invoices, bills, and other financial transactions inherit the name of the contact they were merged into.
Please note, if the contact is linked to a project, that will need to be updated manually after the merge, as project contacts don’t update automatically.
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Contacts - Record group changes in history and notes
It would be very helpful if contact group changes were shown in the history - what change was made, when, and by whom. Currently, they leave no trace.
1 voteHi Chris, thanks for sharing this idea.
We can see how having Contact Group changes recorded in History & Notes could make it easier to track updates and understand when contacts have been added to or removed from groups.
I've updated the status of this idea to Gaining Support, so we can keep track of the votes and feedback. These details help the team better understand the value of the idea.
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Hubdoc
Hubdoc - Copy the Document type to "All Tabs". CN for Credit Memo, INV for Invoice, M for Memo, Stmt for Statement etc can be seen or searched for at a glance. Not just the Supplier, date, amount etc. Would be super convenient when searching.
1 voteHi Kathy, while Hubdoc remains a core part of our offering we want to be transparent that we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.
While we'll move your idea to Gaining support for now I want to be open that we don't have plans for adding document type to the All tab in Hubdoc.
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Hubdoc - Separate invoices between VAT periods
If invoices snapped into Hubdoc could automatically be organised and separated into folders depending on their VAT periods
6 votesHi Sneha, thanks for your feedback. We can see how having a way to organise and filter documents by VAT period in Hubdoc could help when managing reporting obligations, particularly where invoices are received after a period has been filed.
At the moment, documents can be organised using existing Hubdoc tools such as tags and filters. However, having a dedicated VAT period view or categorisation option could make it easier to review documents for a specific filing period and reduce the manual effort involved in separating records across reporting cycles.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If this would help your workflow, it would be useful to understand whether you'd prefer automatic VAT period assignment based on document dates, manual period selection, or a combination of both.
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Files - Page scrolling at top of page
As the Archive in Files expands, we need the option to scroll through pages easily by using the scroll button. This should be located at the top of the page.
1 voteHi Lynn, thanks for putting this forward. We can see how having page navigation controls available at the top of Files screen could make it easier to move through large folders and archived documents, especially for businesses that have built up a large volume of files over time.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how this could improve document management workflows.
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Contacts | Activity - Purchase order "Approved" (change colour of status from green to blue)
Once PO's have been approved, could they be shown in BLUE (rather than green) - so as to distinguish between Bills "Awaiting Payment" (green) and PO's "Approved" (also in green) when in a Supplier.
1 voteAppreciate when viewing this information on a Contacts Activity tab how further differentiation could be useful, Ingrid. We don't have any immediate plans for changing the colour, however it would be good to get a wider sense of interest for this from the community here.
However, to avoid any confusion you also have the transactions type tabs that you can click on to view only activity for that type of transaction.
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Xero Files - Ability to tag files
File TAGGING! Can you please please add where we can tag files. Like ok tag to project tag to contractor. Tags! Tag projects to receipts and hires.
If you add "tags" or labels to files and projects that'll make less clicks for everyone! and so much faster. The tags will obviously auto populate into the right project, files, or contractors!2 votesThanks for sharing your idea, Jessasm. We don't have any immediate plans for adding tags to files in Xero, however we can start to get a better understanding of the interest around this from your idea here.
Share the link to this idea with other colleagues that would find this useful so they can add their support for this here, too.
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Files - Add a secure 'Contractor Portal' and automated file sharing options for external contractors
Allow us to send files to certain contractors via email such as subject or create a contractor portal or sync to google drive or something! Sending contracts would be amazing too ! like getting signatures within Xero
And allow contractors to sync with Gusto and also add contract terms to their profile for automations1 voteThanks for sharing this idea, Jessasm. We can see how having a dedicated way to securely share files with contractors or external contacts could help streamline collaboration and reduce the need to manage documents across multiple platforms.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please keep voting and share more about how you'd use file sharing in your workflow.
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Contact - Improve the Contact Activity layout
I don't understand why the tiny "Invoices owed to you >" box takes up the entire left column of the screen, which then means the Invoices list isn't full width.
Surely the tiny overview box could be combined into the section with the graph and allow us to view a full width invoices list for a contact?
1 voteHi Bee, thanks for sharing this idea. We understand the request for a more streamlined invoice view within a contact's profile. The idea is to expand the contact's invoice list table in the Contact Activity screen to improve visibility and access to the information you need without navigating elsewhere.
If this would improve your workflow, please add your vote and share more detail about how you'd like to see this work.
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Smart document capture - Ability to auto approve transactions to awaiting payment
The new Smart Capture feature in Xero Files is a great step forward, but one key limitation is currently preventing us from fully moving away from Hubdoc.
At the moment, when Smart Capture creates a bill, it can only be published as a draft. There doesn’t appear to be any option to choose the bill status during the creation process.
In Hubdoc, we can choose the status before publishing, for example:
• Draft
• Awaiting Approval
• Awaiting PaymentThis is extremely useful for workflow management and automation.
With Smart Capture in Xero Files, every bill has to be manually…
27 votesGreat to hear you;'re finding good use in our new Smart document capture 🙂
I've shared this back with our product team to be taken on board. We'll keep an eye on the interest here for now and share if there are any plans made.
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Contacts - Ability to add notes beside transactions
Enable a small CRM facility under Contacts
Enabling users to add notes to contacts per invoice1 voteThanks so much for taking the time to share this idea with us 🌟 We really appreciate you raising it and helping us understand how Xero could work better for you.
We’ve moved your idea into Gaining Support so that other customers in the community can find it, vote on it, and add their feedback. While we cant promise this is part of our current plans, our product team will keep an eye on the level of community interest as they review ideas and consider future improvements.
If this is something you’d love to see in Xero, please feel free to share the idea with others so they can vote and add their thoughts too. That support helps our team understand how valuable the idea would be for customers.
Thanks again for sharing your feedback with us.
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Files - Ability to split PDF to separate multi-page documents
Allow PDF Splitting in xero files to allow for batch scanning and uploading of invoices for auto extraction
31 votesHi Jake, thanks for sharing this idea. We can see why having the ability to split PDF files directly within Xero Files could be useful, particularly when processing multi-page documents that contain multiple invoices, receipts, or other records. Being able to separate pages without downloading the file and using an external tool could help reduce manual handling and make document processing more efficient.
We've updated the status of this idea to Gaining Support. If this is something you'd find useful in your workflow, we encourage you to vote and share more detail about how you'd use it.
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Contact Details - Ability to resize or expand the text box for Notes
Can't highlight select specific text within the Contact Details - Notes Box to edit Contact information - when attempting to select part of the existing text to highlight so I can copy or delete this, however all the text below is highlighted and the screen rolls down or up when attempting to do this... it's so frustrating & annoying as the only work around for this is to copy the entire text & paste to Apple Mac text notes on another screen, so I can then edit the text and copy back into the Client Details - Notes Box in…
5 votesHi Michelle, thanks for sharing this idea. We understand that having the ability to resize the Notes field within contact details could be useful for recording detailed client information or internal instructions.
The idea is to allow users to adjust the size of the Notes text box, making it easier to view and update longer notes without needing to scroll through a smaller fixed field.
We encourage the community to vote on this idea if you’d find this contact management improvement useful.
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Smart document data capture - multiple pages
please can you tell me when we might be able to capture a multi page invoice as one pdf in Smart Invoice Capture - ie 2 pictures to one PDF as can be done Dext
4 votesHi Tracey! We're in the process of releasing a new feature via our Xero Accounting app that will enable you to upload as separate or a single document that can be processed with Smart Document capture once uploaded to your org. 😊
We expect to have this live to all users soon so I'll round back to confirm when it's out to 100%.
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Adding a Statement TAB to Contacts
Dear Xero Team,
It would be very helpful to have a separate "Statement" tab for each contact to upload statements received from suppliers or contractors for accounts payable.
I recommend adding this tab under the existing Contacts section, alongside the current tabs for Bills, Purchase Orders, Receive Money, and Spend Money.
Kind regards,
Marilie Lessing
2 votesCurrently, it's possible to upload files to a Contact record, Merillie. It sounds like this may be a suitable place to be able to upload your statements received?
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Smart document capture - Line Extraction Defaults for Contacts
On the new files smart capture facility, there is an option to toggle the 'line items', please could you add a way to save the toggle for each contact, as I have some contacts that have various itemised invoices which would benefit from default already being collapsed, and some that the itemised extraction helps with.
Thank you.
6 votesGreat to hear you're finding good use in the new Smart document capture feature, Luis.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too. 🙂 We'll share if there are any plans made around this, here.
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Contact - Bank account verified
Can we please have a feature to confirm when a contact's bank account details were last verified? We are increasingly asking for confirmation of bank account details with no easy way other than the notes field to check the account status.
3 votesThanks for raising the Idea with us and for the extra detail Elizabeth. I can see that is really important for you processes so we are moving this to Gaining Support so others in the Community and vote and comment and add their own details. Although there aren't any plans to add this in the future, the Product team will watch this to gauge community interest, and we will update the Idea here should there be any changes.
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Contacts - Changing Primary Contact without copy pasting
We are looking for a more streamlined way to change the Primary Contact person in Xero without having to manually copy and paste information.
Currently, there isn't a direct method to promote an additional person to the Primary person role. To change the Primary Contact, you need to manually update the Primary person field with the details of the person you want to make primary.
Having a feature that allows you to select an existing additional contact and promote them to Primary Contact would make contact administration much easier and more efficient.
2 votesHi Abi, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Contacts - Search contact by identifier
Within contacts, we are unable to search by the identifer code that gets create and is displayed on the contact. See image, where it has the APP, in the search bar in contacts, if I use those 3 letters it comes up, cannot find. Why is this identifier there if you cant use it?
1 voteHi Kirsty, thanks for sharing your idea, and pointing that out.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Navigation - Retain position at a page if we're switching between pages
Unsure what category this would fall under - but when navigating through screens / pages and you then click back, the previous screen always rests and puts you to the top of the page, even if you were at the bottom / half way down etc.
It would be useful if the previous page retained at whatever position you were at.
I've noticed it on reports when drilling into detail when you click back and also on contacts when you'e looking through multiple contacts and then click back. It can be hard work figuring out where abouts on the page…
2 votesHi Ellie, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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